Wealth Management

Cooper Associates Ltd is authorised and regulated by the Financial Service Authority and our permissions allow us to advise on and arrange mortgages and non-investment insurance contracts.

If you are seeking advice in other financial matters, namely investments and pensions, please visit Cooper Associates Wealth Management Ltd.

Cooper Associates Wealth Management Ltd

Cooper Associates Wealth Management Ltd is an appointed representative of St. James's Place Wealth Management. St. James’s Place have built a reputation as one of the UK’s most prestigious specialist wealth management organisations.

Cooper Associates Wealth Management Ltd specialises in delivering advice to people who wish to achieve or maintain financial security. Advice is offered in the following areas:-

• Pensions
• Investments
• Portfolio Management
• Trust and Estate Planning (not regulated by the Financial Services Authority)

Cooper Associates Ltd are introducers to St. James’s Place Wealth Management, who are authorised and regulated by the Financial Services Authority